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Beacon Pointe Wealth Advisors, LLC: PHYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Wealth Advisors, LLC on PHYS, newest first. How the timeline and the estimate are built.

Beacon Pointe Wealth Advisors, LLC held 527,847 PHYS shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 527,847 shares
    Change vs previous 13F -17,454 shares

    1.18% of the 13F portfolio, value $6,425,000.

    13F-HR 0001085146-20-000848 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2019-09-30
    13F 545,301 shares
    Change vs previous 13F +85,165 shares

    1.36% of the 13F portfolio, value $6,448,000.

    13F-HR 0001085146-19-003001 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-06-30
    13F 460,136 shares
    Change vs previous 13F +16,061 shares

    1.1% of the 13F portfolio, value $5,209,000.

    13F-HR 0001085146-19-002330 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-03-31
    13F 444,075 shares
    Change vs previous 13F +79,573 shares

    1.06% of the 13F portfolio, value $4,641,000.

    13F-HR 0001085146-19-001553 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-12-31
    13F 364,502 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,752,000.

    13F-HR 0001085146-19-000300 filed by Beacon Pointe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).